Market Views - International

Market Memo: France's upturn underscores accelerating eurozone 
Feb. 12, 2018 :: Marc Halperin
Growth throughout the Continent bolsters optimism for the year ahead.
Market Memo: 3 reasons to keep an eye on international stocks 
Jan. 24, 2018 :: Richard Winkowski
Accelerating growth, improving earnings and central bank stimulus are creating a supportive environment for many equity markets around the world.
Q&A: What's driving EM bond performance? 
Nov. 21, 2017 :: Jason DeVito
Improving growth, market & political reforms and central bank credibility aren't yet fully priced into the EM markets.
In Short: Brexit deadlines loom, but can May meet them? 
Nov. 21, 2017 :: Marc Halperin
Prime Minister May must sell some compromises to the hardliners in her party.
Market Memo: International equity outlook remains mostly positive 
Nov. 8, 2017 :: Peter Smith
Synchronized global growth and accommodative central banks buttress developed and emerging markets.
Market Memo: Vive la France! 
Oct. 24, 2017 :: Stephen Auth
A visit across the pond finds many reasons to be encouraged despite worries over Brexit.
Market Memo: 'Taper,' the word, no longer makes EM shiver 
Oct. 10, 2017 :: Ihab Salib
EM countries are in much better shape than in 2013.
In Short: Surprise unlikely in German elections 
Sept. 6, 2017 :: Thomas Banks
The far-right Alternative for Germany party may gain its first seats in the Bundestag but Chancellor Merkel appears on her way to a fourth term.
In Short: More growth from Europe 
Aug. 15, 2017 :: Marc Halperin
Recovery on the continent is spreading to southern tier.
Q&A: Can emerging markets maintain their mojo? 
Jul. 25, 2017 :: Leonardo Vila
There's a lot more to like than dislike in many emerging countries.
In Short: France signals continued EU recovery 
Jun. 26, 2017 :: Marc Halperin
Europe is sporting a healthier growth outlook.
In Short: A plot twist for global currencies 
Jun. 22, 2017 :: John Sidawi
Can the dollar turn the page on a rough first half of 2017?
In Short: May's election gambit backfires 
Jun. 9, 2017 :: Marc Halperin
We see no contagion effects from the hung Parliament following the surprise result of the U.K. election.
Market Memo: European equities ride the tailwinds 
May 15, 2017 :: Marc Halperin
Improved earnings, political stability and economic growth are setting the stage for better European equity performance.
Market Memo: What FX and Missouri have in common 
Apr. 11, 2017 :: John Sidawi
Both want the U.S. to "show me'' before buying in fully to the Trump-driven reflation trade.
Market Memo: How is the EM doing post-Trump? 
Apr. 11, 2017 :: Leonardo Vila
Just fine, thank you, as some of the old rules that suggest Fed tightening and tough trade talk are bad for the asset class aren't working this time around.
Market Memo: European equities ready to rally? 
Apr. 5, 2017 :: Peter Smith
After a prolonged period of deleveraging, European consumers, corporations and governments are spending again.